FWM
DIS icon

Focused Wealth Management’s Walt Disney DIS Stock Holding History

Focused Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,000
Closed -$6K – 842
2020
Q3 		$6K Buy
+4,000
New +$500K ﹤0.01% 578

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Focused Wealth Management's DIS Position: Q2 2026 in Review

Focused Wealth Management increased its Walt Disney (DIS) stake by 1.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 11,771 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #85.

Focused Wealth Management first reported a position in DIS in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.11M in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Focused Wealth Management held 11,771 shares of Walt Disney worth $1.13M as of Q2 2026.
  • Focused Wealth Management bought 224 Walt Disney shares in Q2 2026, an estimated $22.8K.
  • Walt Disney made up 0.1% of Focused Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Focused Wealth Management first reported a position in Walt Disney in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Walt Disney position peaked at $4.11M in Q1 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.